ES
IBDP

Eagle Strategies’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Eagle Strategies’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,430
Closed -$238K – 228
2024
Q3 		$238K Buy
9,430
+55
+0.6% +$1.38K 0.04% 191
2024
Q2 		$236K Buy
+9,375
New +$235K 0.05% 189

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Eagle Strategies's IBDP Position: Q4 2024 in Review

Eagle Strategies sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 9,430 shares — an estimated $238K sold.

Eagle Strategies first reported a position in IBDP in Q2 2024 and held it in 2 quarters. The position peaked at $238K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Eagle Strategies reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Eagle Strategies sold 9,430 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $238K.
  • Eagle Strategies first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2024 and held it in 2 quarters.
  • Eagle Strategies's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $238K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Eagle Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.